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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-01-19 |
| TX | RA | APPROVED_RES | 2016-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Punta Gorda | FL | 12/2016 | Present |
| Bank Of America, N.A. | Punta Gorda | FL | 12/2016 | Present |
| Preferred Community Bank | Cape Coral | FL | 07/2015 | 12/2016 |
I*101057 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: CAPE CORAL, FLORIDA 33914 NATURE OF BUSINESS: OTHER,PERSONAL/SELF POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 5/2/2016 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY, POOL MAINTENANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-28 |
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